SELLEST OSAST
Jordan (@JordanNanos) and Abhilash (@AbhilashJain17) discuss the clients SemiAnalysis consulting serves, custom projects like the inference simulator, how client work turns into research products, neocloud due diligence, and why SLAs decide who gets funded. They also discuss Feynman specs, de-specced memory, and a 20-trillion-parameter OpenAI model.
0:00 Intro and Overview
2:27 Client Types
5:24 Custom Projects
9:47 Strategy Work
12:27 Consulting to Products
14:33 Neocloud Due Diligence
18:40 SLAs and Insurance
22:32 Risk Assessments
26:45 Build vs Buy
29:19 Favorites and Outlook
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OTSI VARASEMAID OSASID
Otsi kanali SemiAnalysis Weekly viimaseid osasid.
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Emergency episode. Doug O'Laughlin (@Fabknowledge) , Joey Brookhart (@SaasquatchC), and Max Kan (@maxkan) join Jordan (@JordanNanos) to talk through Dario's "We Must Pace the Frontier" blog and the responses from Sam Altman and David Sacks. Does pacing actually mean less compute, or a lot…
This week Doug, Sam and Jordan discuss the OpenAI vs HuggingFace security incident and our recent article on Neocloud security ahead of ClusterMAX 3.0
Full article: https://newsletter.semianalysis.com/p/most-neoclouds-suck-at-security
0:00 Cold Open
0:57 Neocloud Security
4:38 The Hugging Face Ha…
This week Bryan, Myron and Jordan discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more.1:05 Jalapeno Overview4:22 Tokens Per Megawatt9:15 Benchmark Caveats13:48 The CUDA Moat21:12 How OpenAI Did It32:13 Samsung …
NVIDIA previewed Rubin Ultra at 1TB of HBM per package. The part that ships will carry 192GB.
Myron Xie and Jordan Nanos get into how the design fell that far, why the reason is supply and not performance, and why shipping less memory per chip might be the right call anyway.
For the first time in…
Traditional data center builds ran 18 to 24 months, sometimes past three years. Modular construction cuts that to 12. Jordan Nanos (@JordanNanos) sits down with Eric Wen, Nigel Chiang, and Nico Bontigui to map what modular actually means, from MEP heavy skids to full containerized builds.
They bre…
Vastutamatussäte: Sellele lehele manustatud taskuhäälingusaade ja kunstiteosed pärinevad Jordan Nanos, Doug O'Laughlin-lt, mis on selle omaniku omand ja ei ole seotud ettevõttega Listen Notes, Inc.
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